Avondale Wealth Management Dimensional ETF Tr Dimensional Transaction History
Avondale Wealth Management
- $152 Million
- Q3 2024
A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avondale Wealth Management holds 246,780 shares of DUHP stock, worth $8.41 Million. This represents 5.54% of its overall portfolio holdings.
Number of Shares
246,780
Previous 240,716
2.52%
Holding current value
$8.41 Million
Previous $7.7 Million
9.18%
% of portfolio
5.54%
Previous 5.33%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$284 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$229 Million15.86% of portfolio